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Arcosa Sells Marine Unit and Reports Record Results

Story Highlights
  • Arcosa posted record 2025 revenue and profits, with double-digit growth and higher margins driven by construction products, utility structures, and wind towers.
  • The company is sharpening its infrastructure focus by selling its barge unit for $450 million and managing leadership transition with a planned group president retirement in 2026.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Arcosa Sells Marine Unit and Reports Record Results

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The latest announcement is out from Arcosa ( (ACA) ).

Arcosa reported on February 26, 2026, that it delivered record full-year 2025 revenues of $2.88 billion, up 12% year-on-year, and a 30% increase in adjusted EBITDA to $583.3 million, with margin rising to 20.2%. Fourth-quarter 2025 revenue grew 8% to $716.7 million, while adjusted net income more than doubled, reflecting strong performance from construction products, utility structures, and increased wind tower production, despite lower free cash flow versus 2024.

The company continued reshaping its portfolio with the February 24, 2026 agreement to sell its Arcosa Marine barge business to Wynnchurch Capital for $450 million in cash, further concentrating on higher-growth infrastructure segments and strengthening its balance sheet. In parallel, Arcosa disclosed that Group President Jesse E. Collins Jr., who oversaw wind towers and construction site support, notified the company on February 23, 2026 of his planned retirement effective April 3, 2026, with no disagreements cited over company operations or policies.

The most recent analyst rating on (ACA) stock is a Buy with a $115.00 price target. To see the full list of analyst forecasts on Arcosa stock, see the ACA Stock Forecast page.

Spark’s Take on ACA Stock

According to Spark, TipRanks’ AI Analyst, ACA is a Outperform.

Arcosa’s overall stock score is driven by strong financial performance and positive earnings call outcomes, highlighting significant growth and strategic achievements. Technical indicators suggest bullish momentum, though caution is warranted due to potential overvaluation and overbought signals. Corporate events further support the company’s strategic direction.

To see Spark’s full report on ACA stock, click here.

More about Arcosa

Arcosa, Inc., listed on the NYSE under ticker ACA, is a provider of infrastructure-related products and solutions. Its portfolio includes construction products, engineered structures such as utility structures and wind towers, and previously included marine barge manufacturing, with a strategic focus on infrastructure-led, lower-volatility end markets.

Average Trading Volume: 216,058

Technical Sentiment Signal: Buy

Current Market Cap: $6.13B

Learn more about ACA stock on TipRanks’ Stock Analysis page.

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